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WCG Wealth Advisors’s Pegasystems PEGA Stock Holding History

WCG Wealth Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Sell
11,213
-4,820
-30% -$172K 0.01% 528
2026
Q1 		$682K Sell
16,033
-310
-2% -$14.4K 0.02% 425
2025
Q4 		$976K Buy
+16,343
New +$957K 0.03% 363

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WCG Wealth Advisors's PEGA Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Pegasystems (PEGA) stake by 30% in Q2 2026, selling an estimated $172K and leaving 11,213 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #528.

WCG Wealth Advisors first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $976K in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • WCG Wealth Advisors held 11,213 shares of Pegasystems worth $336K as of Q2 2026.
  • WCG Wealth Advisors sold 4,820 Pegasystems shares in Q2 2026, an estimated $172K.
  • Pegasystems made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #528 holding.
  • WCG Wealth Advisors first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Pegasystems position peaked at $976K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.